Barry Ritholtz of FusionIQ and The Big Picture blog says that, despite what the doom and gloom crowd says, America is not in decline. Ritholtz tells Yahoo! Finance’s Daily Ticker that “there’s a tendency for people to extrapolate the most recent experience out to infinity”, which is what many have done in expecting that the [...]
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Tag Archives: Barry Ritholtz
Ritholtz: Markets “Don’t Give A Flying Fig” About Election Polls
February 24, 2012
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As the 2012 Presidential election draws closer and closer, the usual rhetoric about one candidate being better than another for the stock market is, as always, a big issue in the press. But in a recent Washington Post column, Barry Ritholtz of FusionIQ and The Big Picture blog says it’s a lot of nonsense. “Markets [...]
Read moreRitholtz on Individual Investors’ Greatest Enemies
December 28, 2011
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Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps the greatest enemy, you don’t have to look far. Writing a guest piece for John Mauldin’s “Thoughts from the Frontline” newsletter, Ritholtz says the first [...]
Read moreRitholtz: Government Should Focus on Infrastructure
October 24, 2011
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Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed the transportation grid to get old and out of shape,” Ritholtz writes in a Washington Post op-ed. “Our interstate highway system is in disrepair; our [...]
Read moreRitholtz: “Austerians” Have It All Wrong
September 23, 2011
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Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to fiscal policy are needed to really get things moving in the right direction. But, he adds, many government officials have a track record of getting [...]
Read moreRitholtz Doesn’t Think Bottom Is Here, But He’s Scaling Back In
August 12, 2011
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Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into stocks. ”It might be a little early,” he tells Yahoo! Finance’s Breakout. “Our approach is we’ll leg in — 10 percent, 10 percent — over a [...]
Read moreRitholtz Talks Economy, Market
August 5, 2011
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Barry Ritholtz of FusionIQ and The Big Picture blog says the economy is slowing at an accelerating rate, but that what we’re seeing is what is to be expected from a post-financial-crisis recovery. Ritholtz tells Bloomberg that he’s gotten more conservative with his portfolio over the past couple weeks and is now about 50% in [...]
Read moreRitholtz: This Recovery Isn’t Unusual — If You Use the Right Yardstick
July 21, 2011
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Earlier this month, forecasters missed the mark by a wide margin on the June jobs report, far overestimating the number of jobs that would be created. And, says Barry Ritholtz, a big reason for that and other flawed forecasts during the economic recovery is simple: Analysts and economists are using the wrong historical measuring stick. [...]
Read moreRitholtz: Markets Don’t Care about Deficits
July 12, 2011
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Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while they have long-term negatives, deficits provide fuel that drives economic activity and stock prices. He also says institutional investors are remaining on the sidelines despite [...]
Read moreRitholtz Dials Back Risk
June 7, 2011
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Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent, but we’ve watched too many pieces of the economic puzzle slow,” Ritholtz tells Barron’s. After a long bull run, he says, “this is a normal [...]
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